Grid batteries was one of the few areas that escaped Trump's gutting of the IRA and was included in other Infrastructure bills.

And a side effect of the EV market getting hobbled also redirected battery factory capacity from that market.

I'm not sure what's online yet but there is a pipeline.

edit an estimate from earlier this year:

> By the end of 2025, 20 gigawatt-hours of dedicated storage cell lines had opened, and the industry is on pace to hit 96 gigawatt-hours by the end of this year.